Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With Alure, accountants can effortlessly and cost-effectively streamline their office's back-end operations. The platform encompasses everything from CRM and time tracking to invoicing, document management, scheduling, and accounting, ensuring it is ideally suited for financial applications. Users benefit from real-time updates regarding customer interactions and operational processes, with comprehensive features that span CRM, time tracking, workflows, and analytics. Choose from various subscription options that best meet your specific needs, as Alure has been specially designed to address the unique challenges faced by accountants. Your data remains completely secure in the cloud, and you won’t encounter any surprise charges—just a fixed monthly fee for an all-inclusive solution. The CRM module of Alure allows for centralized management of all customer information, providing a straightforward overview of your client relationships. Understanding your client leads to identifying their needs, which is why Alure prioritizes relationship management. Additionally, you can effortlessly track the status of discussions and issues, such as outstanding invoices, with just a single click, making it a highly efficient tool for accounting professionals. This level of integration and ease of use ultimately enhances productivity and fosters stronger client relationships.
Description
MyCPACRM is an innovative cloud-based practice management system developed in the Greater Toronto Area, specifically designed for CPA, EA, and accounting firms across Canada and the United States. This comprehensive platform streamlines client management, filing deadlines, document handling, and year-end processes into a cohesive solution.
Firms can efficiently monitor all client activities and filing requirements (including T1, T2, GST/HST, payroll, T3, and various IRS submissions for U.S. firms) with deadlines calculated based on each client's year-end, complemented by automatic email and SMS notifications. The platform features a collaborative workflow board that addresses task dependencies, document gates, and review approvals, enhancing overall efficiency.
Clients benefit from a secure, customized portal that facilitates document uploads and includes an integrated e-signature feature for seamless signing. Additionally, the platform provides essential functionalities such as year-end bookkeeping, preparation of financial statements for compilation, review and audit engagements, client payroll management, engagement tracking, and billing, all supported by an AI assistant to optimize user experience.
Pricing is structured as a flat monthly fee per plan, charged in CAD for Canadian firms and USD for U.S. firms, ensuring that there are no additional costs incurred per client. This model allows firms to predict their expenses better and focus on delivering high-quality services to their clients.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
ClockAssist
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$59/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Wolters Kluwer
Founded
1836
Country
Netherlands
Website
www.wolterskluwer.com/solutions/alure-online-practice-management
Vendor Details
Company Name
YOO Technologies Inc.
Founded
2025
Country
Canada
Website
www.mycpacrm.com
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No